Advisor Flipbooks

SEI Strategies with Capital Group

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2 A disciplined approach to ETFs, tailored for you. * In the event that a Capital Group ETF is not available for a desired asset-class exposure, the Strategies will allocate to ETFs offered by other fund families. SEI Strategies with Capital Group ® combine SEI's disciplined investment approach with Capital Group's proven Capital System™ to deliver the potential benefits of ETFs within a personalized portfolio. Designed for investors seeking: • Tax-efficient solutions using strategies like tax-loss harvesting, thoughtful portfolio turnover management, and municipal fixed- income ETFs for tax-exempt income. • A curated ETF portfolio primarily selected by SEI from the Capital Group ETFs*. • Low-cost investment options tailored to a range of risk and return profiles.

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